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Knowledge base
Getting started with PlanRight
Where to start - using PlanRight for the first time
8
Introduction - where to start?
Signing up and logging in with Xero
Setting up your first PlanRight trial
How to navigate through PlanRight
Guide to picking your first sync mode
View all 8
Getting started - using your Schedule
4
Schedule Introduction
Planning jobs and assign tasks on the Schedule
Task data deep dive - how do tasks work?
Understanding Schedule capacity
Connecting to WorkflowMax/Xero Practice Manager.
9
How to connect to WorkflowMax/Xero Practice Manager
Plan in PlanRight
Plan in WorkflowMax
The First Sync
Sync Modes
View all 9
How does the PlanRight sync work?
1
WorkflowMax/Xero Practice Manager Sync
Setting up your team
4
How to get to the user page
The user page
How to change working hours and days
How to edit expected productivity
Planning a job
4
Planning a job
How to allocate tasks to staff
Using the schedule view
Recommended job set up in WFM
Setting up groups
1
Setting up groups
Using groups
2
Using groups to see your capacity
Using groups to plan jobs
Solving capacity problems
4
Solving capacity problems
Extending the deadline
Giving the task to someone else
Splitting a task between staff members
Using the tasks page
1
Using the tasks page
Updating Tasks & Logging Time
8
The Edit Task Modal
Logging Time
Updating Task Status
Adding Reminders
Adding Notes
View all 8
Cheat sheet
6
Connecting to WorkflowMax/Xero Practice Manager
Setting up your team
Planning a job
Setting up groups
Solving capacity problems
View all 6
About PlanRight
Introduction
5
Welcome to PlanRight
Resellers and Implementation Partners
Understanding PlanRight Terminology
Subscription Options & Pricing
Terms And Conditions
Personal Information and Privacy Notice
2
Introduction & Your Consent
Your Data
PlanRight Terminology
8
User Roles
WFM/XPM Sync Modes
Task Types
Task Statuses
Job Statuses
View all 8
Weekly Planner
Weekly Planner Overview
6
Planning a Job
Drag and Drop to Assign
Quickly Drill into Jobs
Entering Effort
Total Hours Allocated
View all 6
Scheduling
5
Schedule
Planning down to the hour
Capacity Indicators
Viewing Client Jobs & Tasks
Filters & View Options
Tasks
1
Tasks page
Monthly Planner
Monthly Planner Overview
3
Monthly Planner Overview
View Monthly Capacity
View Yearly Capacity
Task Management
1
View Allocated Tasks
The Planner page
1
Unscheduled Work
Staff
2
Team Capacity
Reassign Tasks Between Staff
Jobs
Managing Client Work
2
Editing Client Tasks
Assigning Staff
Working with Leads
3
Setting up Lead Imports
Scheduling Leads
Logging time against Leads
Reporting
Forecast
3
Using the forecast page
Allocate hours to staff from forecast
Fee forecast
Timesheets
1
Viewing Your Timesheets
Settings
Working with Groups
4
Setting up Groups
Create a Group
Adding Staff to Groups
Scheduling with Groups
Organisation Settings
4
General Settings
Plan Settings
Notifications
Allocating Task Colours
XPM/WFM Settings
3
Xero Practice Manager / Workflow Max
Sync Mode
Sync
Users
3
Inviting Users
Manage Users
Set Staff Capacity
Task Defaults
1
Task Defaults
Premium Features
Skill groups
2
Skills matrix - skill groups
Using skill groups to plan jobs
Job Rollover
1
Duplicating Jobs with Bulk Job Rollover
Booking Feature
1
How to add a booking
API
API Overview
4
How to create an API Key
Staff API
API End Points
Connect to iCal Feed
FAQ
About PlanRight
17
Who is PlanRight for?
Can I use PlanRight if I don't currently use Workflowmax or Xero practice manager?
Do I have to input my credit card to trial?
How long is my trial?
Can I get a trial extension?
View all 17
Scheduling
5
Can I plan by day?
Does PlanRight schedule by jobs?
How do capacity calculations work?
Can I create new tasks directly on the PR schedule?
How do I block out annual leave/public holidays?
Sync
7
How do I connect Workflowmax/Xero Practice Manager to PlanRight?
What are the differences between the sync options?
How long does the initial sync take?
How often does the automatic sync happen?
How does the timesheet syncing work?
View all 7
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